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ETF Capital Research1 produces the industry's most comprehensive technical strategy papers. Based on the advanced modelling techniques developed over nearly two decades by renowned technical analyst, Larry Berman, our reports examine market internals by sector in addition to a ranking of ETFs and stock by relative strength (RSI) and relative performance (TMR – Technical Market Rank, TSR – Technical Sector Rank).
Our report series' clients include major banks, financial institutions, and investment advisors/managers; it is also ideal for sophisticated investors who enjoy the excitement, risk, and challenge of managing their own portfolios.
We offer three distinct research products:
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So much more than just an investment newsletter, our Global ETF Strategy Report will help you build and maintain your own Globally diversified portfolio of ETFs. We divide the world into four geographical regions, and four asset classes. Each week we'll give you the adjustments needed to keep your portfolio optimized. Our core-plus approach allows investors to scale their ETF exposure based on how conservative or aggressive they would like to be. This weekly report is completely unique in the ETF research field, and is certainly one of the most comprehensive ETF portfolio strategies available to investors who want to learn about ETFs and how to use them to get cost and tax efficient exposure to sectors, countries, fixed income, commodities, currencies, and relevant investment themes.- (Difficulty viewing files? Right-click and select "Save Target As" to download)
ETFCM produces highly regarded strategy reports for the S&P 500, and S&P TSX. These reports evaluate every listed stock in the index utilizing the Global Industry Classification Standard (GICS)2 sectors (Consumer Staples, Consumer discretionary, Energy, Financial, Health Care, Materials, Industrials, Technology, Telecom, and Utilities), to evaluate market internals. Each stock is evaluated on several technical and quantitative metrics.
Subscribers to any of our research reports have the option to add our 'Ask The Analyst' service. This allows research subscribers to request written evaluations of up to 20 ETFs or stocks each month (240 per year) from Larry and our analytical team. If you're doing your own trading, why not let our experience help you refine your timing and decision making? Our subscriptions are an outstanding value and it doesn't take too many successful trades to turn a nice profit for your investment in our service.
Organizations requiring multiple user, or commercial licenses for our research have unique and specialized needs. We will tailor a solution for your company including supplementary features designed for institutional clients which include:
- Real time buy/sell recommendations delivered by e-mail as they are flagged by our models;
- Access our weekly conference calls, or dedicated conference calls for your company;
- “Ask The Analyst” - direct e-mail access to our research team.
1. ETF Capital Research is a trade name of ETF Capital Management Inc. which is independent from ETF Capital Management the Investment Consel Portfolio Manager.
2. Global Industry Classification Standard (GICS) was developed by Morgan Stanley Capital International and Standard and Poor’s (S&P).
*Please note that while the visual format shown in this sample is available for most securities, it may not be available for all securities. Samples are provided to demonstrate the type of information the Ask The Analyst service provides.